IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 9: Capital, Circularity & the Windows 10 Wave

This week’s IntelliTAD focuses on three key thematic developments: first, the growing influence of active financial capital in the circular IT / IT-asset-disposition (ITAD) ecosystem; second, early data pointing to sustainability and resource-reuse metrics in electronics manufacturing and lifecycle services; and third, a projection exercise on the upcoming Windows 10 sunset and its implications for ITAD, refurbishment and urban-mining. Together the three pieces suggest a continued structural realignment across ITAD and recycling: investment dollars are flowing, circular-economy metrics are getting baked into business models, and a large, predictable hardware-disposition wave is emerging. For the end-of-life industry, encompassing ITAD operators, recyclers and downstream refiners, the window of opportunity is narrowing, and the requirements for traceability, automation and value-extraction are rising.

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Client Note: Mitsubishi Materials investment in Elemental’s US e-scrap platform

Recent announcements indicate that Mitsubishi Materials has agreed to acquire a significant minority stake in Elemental Group’s US e-waste platform, which operates through Colt Recycling. The transaction reflects a broader trend in which large metals and materials groups are seeking closer integration with upstream electronics recycling and pre-processing operations as part of their circular-economy strategies. A more detailed assessment of the strategic implications, execution risks, and what this transaction signals for the evolving relationship between IT asset disposition and metals recovery is available to subscribers.

Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD

2025 marked a transition point for IT Asset Disposition and electronics recycling. Multiple forces that had been building over several years converged within a single operating cycle, changing not only volumes and asset flows, but the fundamental expectations placed on ITAD providers.

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